Hello,
Newbie here looking for some basic advice with investing! I am 29 years old and I make about 40k a year. Currently I have four accounts with Fidelity: CMA, Individual brokerage, Roth IRA and a Custodial account for my nephew. In addition to that, I have a tiny but of money in a Charles Schwab IRA and Individual account and also a checking and saving with my local credit union. Oh also I have a 401k with my job!
Here's what I have so far in my investment accounts:
Fidelity Accounts:
CMA: $1,227
Roth IRA: $125
Custodial: $75
Individual: $50
Charles Schwab:
Roth IRA: $50
Individual: $50
401k with John Hancock: almost $12,000
Expenses: almost $1,500/month
Anything you all think I Should adjust with my accounts so far? I also have a meeting with a advisor for the first time Wednesday.